EP.4: Holistic Wealth Strategies: Aligning Financial Storytelling, Legal Structuring, and Personal Wealth Planning to Propel Your 7-Figure Business
Release Date: 03/20/2025
Kommas With Kellé
Holistic Wealth Strategies: Aligning Financial Storytelling, Legal Structuring, and Personal Wealth Planning to Propel Your 7-Figure Business In this episode, Kellé, Karla, and Patrice unravel the secrets of Holistic Wealth Strategies. Discover how aligning financial storytelling, legal structuring, and personal wealth planning can propel your 7-figure business. Takeaway Highlights: ✅ Financial Storytelling: Master using financial insights to drive growth, spot reinvestment opportunities, optimize cash flow, and manage risks. ✅ Legal Structuring: Understand how legal frameworks protect...
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Let's explore strategies to enhance profit margins in the event planning industry. In this episode, I provide valuable insights into accurately assessing profits, identifying and avoiding common financial pitfalls, and making informed decisions to strengthen your financial outcomes. I share expert advice on effective pricing, cost management, and strategic investment to ensure each event contributes positively to your business's success. Listen to real-life success stories from industry professionals who have transformed their operations with strategic financial guidance. Whether you're a...
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In this episode, we explore how CFO services can solve the unique financial challenges of healthcare practices. From navigating insurance reimbursements and regulatory compliance to optimizing cash flow, CFOs offer strategic expertise that goes beyond basic accounting. We’ll discuss how CFO services enhance revenue cycle management, improve operational efficiency, and ensure compliance with evolving regulations. Whether you run a private clinic or a larger healthcare facility, discover how CFO support can transform your practice into a financially resilient operation. Tune in for essential...
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🎙️ Easy Evidence-Based Financial Strategies for Clinical Practice Owners Join Strategic CFO, Kellé Thorpe, in this exclusive podcast episode where she shares easy, evidence-based financial strategies tailored for clinical practice owners. Episode Highlights: Digestible Strategy: Discover a simplified approach to financial strategy, risk management, and resource allocation. Clinician First Approach: Gain tips to expand your practice while enhancing patient outcomes - while maintaining your sanity. Business Vital Signs: Identify the basic key performance indicators (KPIs) that you can use...
info_outlineHolistic Wealth Strategies: Aligning Financial Storytelling, Legal Structuring, and Personal Wealth Planning to Propel Your 7-Figure Business
In this episode, Kellé, Karla, and Patrice unravel the secrets of Holistic Wealth Strategies. Discover how aligning financial storytelling, legal structuring, and personal wealth planning can propel your 7-figure business.
Takeaway Highlights:
✅ Financial Storytelling: Master using financial insights to drive growth, spot reinvestment opportunities, optimize cash flow, and manage risks.
✅ Legal Structuring: Understand how legal frameworks protect assets and support growth, with examples from successful women entrepreneurs.
✅ Personal Wealth Planning: Connect business success with personal wealth through tax-advantaged savings, investment, and legacy planning for long-term prosperity.
✨ Join us on April 23, 2025, for The Power Play Symposium. Designed for visionary leaders in million-dollar businesses, this event offers clarity and innovative strategies for your wealth-building journey. Explore visual branding, financial narratives, and growth strategies. Empower yourself to make informed decisions for long-term success.
This virtual curated experience will help you elevate leadership, sharpen strategies, and align your vision. Gain insights from wealth-building, branding, financial narratives, and legal strategies.
Register here: https://businesswomenwithessence.com/
Connect with Us 📲
✨ Kellé Thorpe
LinkedIn: https://www.linkedin.com/in/kellethorpe/
Instagram: https://www.instagram.com/kommaswithkelle/
Facebook: https://www.facebook.com/KommaswithKelle
Website: https://kommaswithkelle.com/
✨ Karla Ukman
LinkedIn: https://www.linkedin.com/in/karlaukman/
Facebook: https://www.facebook.com/ArtemisWealthManagement/
Website: https://artemiswealth.net/
✨ Patrice Tisdale
LinkedIn: https://www.linkedin.com/in/patrice-tisdale-esq/
Instagram: https://www.instagram.com/real_law_esq/
Facebook: https://www.facebook.com/Reallawesq/
Website: https://reallawesq.com/
✨ Business Women With Essence
Instagram: https://www.instagram.com/businesswomenwithessence/
Facebook: https://www.facebook.com/businesswomenwithessence/
Website: https://businesswomenwithessence.com/